The new firm,
The new firm brings together the existing businesses of
“I saw an industry need to integrate research and a practical understanding of running a successful wealth management business,” Kehrer said in a press release announcing the new firm.
Bielan added in the release: “Dr. Kehrer pioneered the use of research to benchmark the performance of investment and insurance services inside a bank or credit union, and identifying best practices. But we see that most research available in the industry today focuses just on reporting trends instead of developing an understanding of the levers that management has to improve the client experience, as well as its performance and contribution to shareholder value.”
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